Bart Oliver Email & Phone Number

Charlotte, NC, US

Princeton, NJ

• Oversaw the development, implementation and management of multiple datasets that drove material growth for the firm.
• Managed numerous projects from start to finish that included planning, managing scope, risk, and resources, coordinating execution across stakeholders, carrying out tests, and working with senior leadership to.
• Achieved key project deliverables by effectively coordinating various parties; provided motivation/guidance to the team.
• Leveraged a deep knowledge of 13F filings and SQL to test/execute a 13F-HR point-in-time feed later offered on Snowflake.
• Collaborated with the research and tech teams to build out a historical database for grant-related transactions in Form 4s.
• Played an integral role in maintaining and refining a database that connected all client-facing datasets with backend data.

Princeton, New Jersey, United States

• Contributed directly to a $14M increase in revenue by constructing, executing, and managing multiple unique datasets (Form 13, 4, etc.) providing valuable investment insights to clients and value to the company.
• Coordinated with multiple teams to develop a proprietary system that enabled data analysts to rapidly process SEC filings.
• Automated the antiquated redlining of 10-K/Qs so the newly restructured filings could be easily compared QOQ.
• Built, trained, and managed a team of seven high-performing analysts who embodied innovation, efficiency, and accuracy.
• Cultivated a metrics-driven work environment that led to a -70% decrease in input errors and a 15+% boost in productivity.
• Fostered loyalty (evident in a team attrition rate of only 8% since 2014) and a thirst for knowledge among the data team.

Princeton, New Jersey, United States

• Governed the day-to-day operations of all datasets for a leading data analytics provider that served institutional investors.
• Cleansed hundreds of daily SEC filings as one of two analysts for a startup; delivered consistently to guarantee its success.
• Ran four large databases with an emphasis on precision and timeliness; demonstrated an expert knowledge of SEC filings.
• Launched a new Institutional Ownership database and reformulated Form 4 database with the CTO, Head of Research, etc.
• Supervised a team of interns as they imported historical 10b5-1 data for the Form 4 database; wrote spot-check queries.
• Consulted with developers to build a proprietary system/interface enabling analysts to process data on an ongoing basis.